Nasdaq - Delayed Quote USD

Virtus Zevenbergen Technology A (RAGTX)

58.54 +0.42 (+0.72%)
At close: 6:46 PM EDT
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DELL
  • Previous Close 58.12
  • YTD Return 26.66%
  • Expense Ratio 1.43%
  • Category Technology
  • Last Cap Gain 45.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 1.5B
  • Beta (5Y Monthly) 1.26
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover --
  • Last Dividend --
  • Inception Date Feb 5, 2002

The fund seeks to achieve its objective by normally investing at least 80% of its net assets in common stocks of U.S. companies and other U.S.-traded equity securities of technology companies. The fund's managers consider U.S.-traded equity securities to include ADRs, as well as securities that are traded in the U.S. that have been issued by companies established, domiciled or operating in foreign countries. It is non-diversified.

Virtus

Fund Family

Technology

Fund Category

1.5B

Net Assets

2002-02-05

Inception Date

Performance Overview: RAGTX

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Trailing returns as of 10/30/2024. Category is Technology.

YTD Return

RAGTX
26.66%
Category
12.31%
?

1-Year Return

RAGTX
46.49%
Category
53.90%
?

3-Year Return

RAGTX
8.18%
Category
27.50%
?

5-Year Return

RAGTX
20.42%
Category
28.80%
?

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Holdings: RAGTX

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Top 10 Holdings (58.89% of Total Assets)

SymbolCompany% Assets
NVDA
NVIDIA Corporation 9.62%
GOOG
Alphabet Inc. 8.57%
MSFT
Microsoft Corporation 8.41%
META
Meta Platforms, Inc. 8.18%
AAPL
Apple Inc. 6.15%
AMZN
Amazon.com, Inc. 5.01%
AMD
Advanced Micro Devices, Inc. 3.89%
AVGO
Broadcom Inc. 3.82%
TSLA
Tesla, Inc. 2.70%
MU
Micron Technology, Inc. 2.56%

Sector Weightings

Recent News: RAGTX

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Research Reports: RAGTX

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